Careers at Velocity Trade Partners

Executive Leadership | Finance Salary: $180,000 or more depends on experience Location: Remote / Hybrid Reports to: Chief Executive Officer About Velocity Trade Partners Velocity Trade Partners (VTP) is a founder-led, rapidly growing portfolio of plumbing, drain, and home-services brands. VTP currently operates three brands with a strategic plan to scale beyond 15 brands across multiple states. We are built for scale, centralizing the functions that drive performance: finance, marketing, call center operations, data management, and operational leadership. We are seeking a strategic, hands-on Chief Financial Officer to build world-class financial infrastructure and partner with leadership to scale the portfolio profitably toward an EBITDA margin of 20% or higher. Position Overview The Chief Financial Officer owns all financial operations across the VTP portfolio. The role spans daily reconciliations, financial reporting, forecasting, budgeting, accounts receivable and payable, deposit integrity, finance team development, and profitability initiatives across every brand. This is a builder's seat. The right leader is equally comfortable in detail, such as reconciling ServiceTitan deposits to bank accounts, and in the strategy, including building financial models, forecasting growth, and establishing a durable financial foundation for a portfolio scaling to 15 brands and beyond. Key Responsibilities Financial Operations & Controls • Reconcile daily ServiceTitan deposits to corresponding bank accounts to guarantee accurate revenue capture. • Oversee and strengthen AR/AP processes to maintain healthy cash flow and consistent collections across all brands. • Establish financial controls, audit procedures, and standardized accounting practices for consistency portfolio wide. • Deliver accurate, timely monthly closes in full compliance with applicable standards. Reporting & Performance Management • Produce weekly P&L flash reports and KPI dashboards for leadership review. • Manage monthly, quarterly, and annual reporting, including variance analysis and actionable insight for decision-making. • Standardize reporting at the brand level while maintaining full visibility at the portfolio level. Strategic Planning & Forecasting • Build and maintain rolling 12, 24, and 36-month forecasts for revenue, EBITDA, cash flow, and growth. • Own the annual budgeting process for each brand and for the portfolio. • Partner with operations, marketing, and call center leadership to align financial strategy with business objectives. • Identify margin-improvement opportunities and drive the portfolio toward its EBITDA target of 20% or higher. Scaling & Team Development • Build and lead a high-performing finance team, including AR/AP specialists, financial analysts, controllers, and brand-level finance partners as needed. • Develop the systems, processes, and standard operating procedures that enable scaling from 3 to 15-plus brands without sacrificing control or visibility. • Select and manage external financial partners, including banks, CPAs, tax advisors, and lenders. Leadership & Cross-Functional Impact • Serve as a strategic advisor to the CEO and leadership team on growth, acquisitions, integrations, pricing, and margin planning. • Lead financial onboarding for newly acquired brands and integrate them into the centralized system. • Guide portfolio-level decisions on investment strategy, headcount planning, and capital allocation. • Champion a data-driven financial culture across every team and brand. Qualifications • 7 to 15-plus years of progressive finance leadership experience; multi-location, multi-brand, or home-services backgrounds strongly preferred. • CPA or CFA required. • Comprehensive knowledge of revenue reconciliation, AR/AP, cash flow management, and operational accounting. • Prior CFO experience with the ability to work at the accounting level, lead the finance team, and deliver hands-on training and guidance. • Experience with ServiceTitan and QuickBooks Online. • Demonstrated ability to build and scale finance teams and infrastructure. • Strong forecasting, financial modeling, and budgeting skills. • Proven track record of driving margin improvement and EBITDA growth. • Comfortable operating in both early stage build mode and within structured growth environments. • Excellent communicator with a record of cross-functional work alongside operations, marketing, and call center teams.

Full-Time | Remote | Starting at $85,000/year We are hiring a Staff Accountant to support the VTP corporate accounting function. This is a full-cycle role with real responsibility from day one. You will work directly with the Controller across all portfolio entities, handling month-end and year-end close, payroll journal entry posting, AR/AP, bank reconciliations, sales tax filings and financial reporting. This is a position that requires a strong accounting background and self-sufficient, detail oriented and goal focused. Note: We strongly prefer candidates with experience in the home service industry, including plumbing, electrical, HVAC, or roofing. Immediate interviews will be scheduled for qualified candidates with home service industry experience. Our goal is to prioritize applicants who can hit the ground running. RESPONSIBILITIES • Own full-cycle accounting across assigned portfolio entities including month-end and year-end close. • Post weekly payroll journal entries to the GL from ADP payroll reports across multiple entities. • Process and manage accounts payable and accounts receivable. • Perform bank reconciliations and maintain clean, accurate account balances. • Prepare and file multi-state sales tax returns on time. • Assist with financial statement preparation and budget-to-actual reporting for ownership review. • Support acquisition onboarding by assisting with books cleanup and integration into the accounting structure. • Follow SOPs for accounting processes as the portfolio grows. • Internal operations teams as needed. • Assist with ad hoc reporting, analysis and special projects assigned by the Controller. QUALIFICATIONS • Experience in the home service industry, including plumbing, electrical, HVAC, or roofing • 2+ years of full-charge or full-cycle accounting experience (multi-entity experience preferred). • Strong working knowledge of QuickBooks Online and/or QuickBooks Desktop. • Hands-on experience with ADP payroll journal entry posting. • Proficiency in Microsoft Excel. • Experience with multi-state sales tax compliance. • Ability to manage multiple entities and competing deadlines without losing detail. • Clear, direct communicator who can work independently in a remote environment. • Experience with ServiceTitan, Melio, Bill.com is a plus but not required. WHAT WE OFFER • Starting salary of $85,000 per year. • 100% remote position. • Direct exposure to private equity portfolio operations and multi-entity accounting. • Growth opportunity within the VTP organization as the portfolio expands. • Collaborative team that values efficiency, accuracy and accountability.

Velocity Trade Partners is hiring a remote Customer Service Representative, with pay of $20 to $25 per hour plus booking incentives. You will be the first voice customers hear when something at their home or on their property is not working, booking service calls and turning inbound contacts into trusted long-term relationships across our national network of Home Services and Underground Infrastructure brands. Who You Are • You take pride in being the calm, confident voice that makes anxious customers feel heard. • You believe a great service call begins with a great first call, and you set that tone every time. • You love the rhythm of a busy phone day, where one good question turns an inquiry into a booked job. • You are coachable and want to keep getting better, including reviewing your own call recordings. • You are the kind of teammate who stays sharp on a CRM while staying fully engaged with the person on the line. • You bring at least one year of call center or customer service experience, a warm and confident phone presence, and strong typing and computer skills. Who We Are • Velocity Trade Partners operates a growing portfolio of Home Services and Underground Infrastructure brands across the country. • We are redefining what it means to be in the trades, acquiring plumbing, drain, and electrical companies and transforming them into industry leaders. • We are the fastest-growing underground infrastructure portfolio in the world. • We provide proven scripts, weekly coaching, and the technology to win every call, and we recognize the people who do it well. What You Will Do Each Day • Answer inbound calls from customers across our national network and book service calls, maintenance visits, and estimates into ServiceTitan. • Use proven call scripts and probing questions to convert inquiries into booked jobs while building trust with the customer. • Make outbound calls for membership renewals, maintenance reminders, estimate follow-ups, and reschedule recovery. • Promote membership programs, maintenance plans, and recommended services in a consultative way. • Document every call accurately in ServiceTitan with clean notes, tags, and dispositions. • Partner with Dispatch and Field Supervisors to keep the schedule full and the customer informed. Why You Will Love Working Here • Pay of $20 to $25 per hour, plus booking incentives. • Full-time remote Customer Service Representative role with year-round work. • Weekly pay via direct deposit. • Health, dental, and vision insurance available after one month. • Paid training and onboarding, plus paid time off and paid holidays. • Career paths into senior CSR, lead CSR, quality assurance, dispatch, and call center leadership across our portfolio of brands. Next Steps If you are a warm, confident phone professional ready to turn inbound calls into long-term customer relationships, apply for the Customer Service Representative role and our team will be in touch.

Velocity Trade Partners is hiring a remote Dispatch Representative, with pay of $20 to $25 per hour plus performance incentives. You will work nights and weekends and own the ServiceTitan dispatch board for one or more of our residential service brands and make real-time calls that directly impact technician productivity, customer experience, and same-day capture. Who You Are • You take pride in keeping a busy operation moving when everything wants to fall apart at once. • You believe great dispatch is half logistics and half customer care, and you bring both. • You love the daily puzzle of fitting jobs, technicians, drive times, and capacity together. • You stay calm under pressure, the kind of dispatcher technicians and supervisors both want on the board during a hectic Friday. • You are tech-savvy and comfortable bouncing between ServiceTitan, phone systems, texting platforms, and routing tools. • You bring at least two years of dispatching or scheduling experience and hands-on ServiceTitan proficiency. Who We Are • Velocity Trade Partners operates a growing portfolio of residential service brands across the country. • Our Dispatch Representatives sit at the center of daily operations, keeping technicians moving, customers informed, and revenue producing. • We are building a national service network where dispatch decisions directly impact technician paychecks and customer satisfaction. • We offer real career paths into senior dispatch, dispatch supervision, operations leadership, and corporate roles. What You Will Do Each Day • Coordinate and dispatch service technicians across multiple markets based on job priority, technician skill, location, drive time, and capacity. • Run the ServiceTitan dispatch board in real time, moving jobs, optimizing routes, and adjusting assignments to maximize billable hours and on-time arrivals. • Communicate with field technicians by phone, text, and chat to confirm job details, parts needs, and customer notes before each call. • Proactively call customers with ETA updates, delay notifications, and arrival confirmations to protect the customer experience. • Track job progress throughout the day, flag at-risk calls, and reroute or escalate before delays turn into complaints. • Maintain accurate records of job statuses, technician activity, dispatch notes, and customer updates in ServiceTitan. • Work night and weekend hours. Why You Will Love Working Here • Pay of $20 to $25 per hour, plus performance incentives. • Full-time remote Dispatch Representative role with year-round work. • Weekly pay via direct deposit. • Health, dental, and vision insurance available after one month. • Paid training and onboarding, plus paid time off and paid holidays. • Career growth path into senior dispatch, dispatch supervision, and operations leadership. Next Steps If you are a calm, organized dispatcher with hands-on ServiceTitan experience, apply for the Dispatch Representative role and our team will be in touch.